Independent Family Office, LLC Ishares Core S&P Sm Cap ETF Transaction History
Independent Family Office, LLC
- $175 Million
- Q2 2024
A detailed history of Independent Family Office, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 10,025 shares of IJR stock, worth $1.16 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
10,025
Previous 4,125
143.03%
Holding current value
$1.16 Million
Previous $455,000
134.95%
% of portfolio
0.61%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio